PTIN Renewal Checklist: What you need to get started
Before you begin your PTIN renewal application, be sure you have the following available:
- Personal information (name, mailing address, date of birth)
- Business information (name, mailing address, telephone number)
- Explanations for felony convictions (if any) 1
- Explanations for problems with your U.S. individual or business tax obligations (if any) 1
- Credit or debit card for the $63.00 PTIN user fee
- If applicable, your supervisor's PTIN (view the Notice 2011-6 fact sheet for more information)
- If applicable, any U.S.-based professional certification information (CPA, attorney, enrolled agent, enrolled retirement plan agent, enrolled actuary, certified acceptance agent, or state license) including certification number, jurisdiction of issuance, and expiration date
- If you are an RTRP or prospective RTRP, you must self-certify that you have completed or plan to complete your continuing education requirements by December 31.
After you renew your PTIN, you will receive information about any remaining next steps including testing and continuing education requirements (if applicable).
Note: All PTIN correspondence is delivered through secure online messaging in your PTIN account. Use the most up-to-date email address when obtaining your PTIN to ensure that you receive our messages.
1 Felony convictions and discrepancies with your federal tax obligations may affect your ability to obtain a PTIN
Background
Online PTIN Application
Next Steps
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Page Last Reviewed or Updated: 2012-10-03
